Updates

How to invest this election year  March 1, 2024 By Jonathan Harrison, CFP®

The last couple years of market swings (significantly down in 2022 then an upbeat rebound in 2023) …

March Webinar – Navigating Kansas City Real Estate  February 29, 2024 by Sound Stewardship Team

What do you need to know about the current Kansas City housing market? You can’t just rely on the national headlines to understand local real estate. Join us for our March webinar with wealth ad…

Webinar Replay – Common Estate Planning Mistakes  February 6, 2024 by Sound Stewardship Team

Will your estate plan do what you hope it will? It's not enough to have some documents in a dusty binder, filed away for later. Additional steps need to be taken to secure your financial legacy and e…

Top 10 Estate Planning Mistakes to Avoid  January 26, 2024 by Jonathan Harrison, CFP®

Estate planning often gets tucked away in the corners of our minds, filed under the category of "important but not urgent." It’s one of those things we’ll get around to some day. Unfortunately, n…

The Best and Worst Investments of the Last 10 Years  January 8, 2024 by Jonathan Harrison, CFP®

Every year we like to publish this chart we affectionately call the "Asset Quilt." It ranks different investment types from best to worst, showing the last 10 years worth of results. The farthest rig…